Tax Manager

We are looking for a skilled and client-focused Tax Manager to join our team as a key leader.

The Tax Manager is responsible for the review of tax returns (partnership/corporate), conduct research, coordinate year-end planning, calculate quarterly estimates, and manage other projects as needed. This includes managing multiple projects and client relationships simultaneously. Tasks are typically conducted with little to no supervision but under the review of a Partner or directly from the client. Delegation and supervisory responsibilities will occur with less experienced staff. This position may also involve working cross-departmentally with other Boulay Departments (most typically audit and accounting advisory) to effectively accomplish projects and tasks.

To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.

Tax Compliance, Client Management, and Technical Support

Review advanced tax computations, workpapers, and tax entries

Assist clients with bookkeeping and adjusting journal entries

Review tax returns (individual, partnership, multistate, corporate, and other)

May be authorized to sign tax returns in the course of this role

Manage year-end planning and quarterly tax estimates

Address IRS or State Taxing Authority notices and provide a timely response

Review and assist in researching technical issues

Verify the validity and accuracy of client financial matters

Initiate and manage client communications

Identify and communicate issues and tax planning ideas with a Partner

Engagement Management, Operations, and Financial Oversight

Coordinate, plan, and schedule workflow for effective engagement management

Organize and coordinate clients’ income tax data for accurate and timely completion

Delegate and oversee the initial preparation and set-up of client files

Delegate preparation of payroll and quarterly/year-end payroll tax returns